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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,338 | $165,399+114.8% | $149,745+137.3% | $158,982+123.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.49% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $11,461 | $5,105+124.5% | $4,646+146.7% | $4,763+140.6% |
| Participant deferral / active EE | $8,980 | $7,183+25.0% | $6,843+31.2% | $5,983+50.1% |
| Admin fee / account holder | $1,752 | $10,811-83.8% | $9,312-81.2% | $11,252-84.4% |